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Current Employers
Yin Financial Planning

Millburn, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-05-08
  • NJ RA
    APPROVED
    Since 2024-05-08

Branch Locations

Millburn, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Yin Financial Planning, L.L.C Millburn NJ 01/2024 Present
Yin Financial Service, Llc Millburn NJ 01/2005 Present
  • 01/2024 → Present
    Yin Financial Planning, L.L.C
    Millburn, NJ
  • 01/2005 → Present
    Yin Financial Service, Llc
    Millburn, NJ
Other Businesses

In January 2005, Ms. Yin established Yin Financial Service, LLC, an accounting and tax preparation firm. Ms.Yin is the firm's Managing Member. Yin Financial Service is located at the same location as the RIA. Depending on the time of the year, Ms. Yin spends approximately a third of her activity during normal working hours devoted to Yin Financial Service preparing tax returns for its clients.

Designations

View on SEC IAPD

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